Skip to main content

Optimize Search for Records

Tips for filtering NetSuite global search results and improving ExtendSync performance

Updated this week

NetSuite’s global search is powerful, but it can sometimes return large result sets, especially in accounts with many records. ExtendSync uses NetSuite’s global search APIs, so optimizing your NetSuite search practices will also improve ExtendSync’s performance when fetching records.

Below are tips to help you filter results more effectively and speed up search behavior in both NetSuite and ExtendSync.


🔎 Tip 1: Use Global Search Prefixes

NetSuite supports record-type prefixes that help narrow your search to specific record categories. Adding these prefixes before your search term ensures NetSuite returns only the intended record type.

Example

Searching for a customer named John Wick:

  • ❌ Search: John → returns many results

  • ❌ Search: cu: jo → still broad

  • ✔️ Search: cu: John Wick → returns only matching customers

Why this helps

Using prefixes:

  • Reduces the size of the result set

  • Improves response time

  • Helps ExtendSync more accurately suggest relevant records

Common Global Search Prefixes

Here are some frequently used NetSuite prefixes that ExtendSync supports for Outlook and Gmail:

Prefix

Record Type

opp:

Opportunity

par:

Partner

ph:

Phone Call

sales:

Sales Order

cam:

Campaign

cash:

Cash Sale

con:

Contact

cust:

Customer

emp:

Employee

est:

Estimate

ev:

Event

exp:

Expense Report

invo:

Invoice

iss:

Issue

it:

Item

👉 Learn more about NetSuite Global Search Prefixes here.


Tip 2: Use More Characters

Provide as much detail as possible when searching. Longer search queries significantly reduce false matches.

Example

Instead of:

  • cu: jo

  • cu: john

Use:

  • cu: John Wick

This helps NetSuite precisely match names or IDs and speeds up the search process, especially helpful when ExtendSync attempts to match records automatically.


Tip 3: Transaction Number search

NetSuite searches work best when you provide specific identifiers such as full transaction numbers, prefixes, or unique details.

Because ExtendSync uses NetSuite’s global search, these same techniques improve Suggested Records, Autopilot accuracy, and manual search speed.

Instead of searching vaguely:

  • sales 123

  • order 123

  • so 123

Use the proper prefix and full transaction number:

  • ✔️ sales:12345

  • ✔️ sales: SO12345 (if your org prefixes document numbers)

  • ✔️ SO12345 (if SO is part of the actual number)

Why it works:
NetSuite matches the exact Sales Order and returns a single record instead of a long list.


Tip 4: Configure Search Filter + Adding Transaction Number in the Email Subject)

If an email subject includes a transaction number, ExtendSync can automatically match it.

Example subject:
Re: Invoice INV-20945 ready for approval

ExtendSync (and NetSuite) match optimally when the number is clearly formatted:

  • ✔️ inv:20945

  • ✔️ INV-20945

  • ✔️ 20945 (if unique number pattern)

Learn about how you can configure what record types you want to be displayed on the auto-fetch:


Summary

ExtendSync relies on NetSuite’s search engine. Optimized searches:

  • Improve the speed of Suggested Records

  • Increase search accuracy when scanning email subjects and bodies

  • Reduce the chance of irrelevant results being returned

Did this answer your question?